TOPLEY’S TOP 10 March 26, 2025

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1. 9 of 11 S&P Sectors Positive for 2025

Nasdaq

2. The Other 493 Outperforming Mag 7 by 12% YTD

Google

Google

3. Energy ETF Leading Sector…No Breakout Yet

StockCharts

4. Another 25th Anniversary of Internet Bubble Chart: Up 15% in a Month then -50% from Highs

Bespoke

5. Investors Remain Concerned About Inflation

The Irrelevant Investor

6. Buffered ETFS

Bloomberg

Bloomberg

7. China and U.S. Buying 80% of Venezuelan Crude

Kpler

8. The U.S. has Run a Trade Deficit Every Year Since the 1970’s

Capital Group

9. Navy Next Big Ship Exceeds Budget by $1.3 Billion…10% Done After 2.5 Years

Navy Frigate USS Constellation Only 10 Percent Done after 2.5 Years.

Via 1945: Physical construction began on the United States Navy USS Constellation in the middle of 2022. After over two and a half years, the ship is only 10 percent complete, according to a person familiar with the timeline.

At this pace, including the two years of design development before the building began, the ship will only be complete after nine years.

This span is twice the number of years that it would take an Italian shipyard to build the naval vessel.

The US Navy and the ship’s designers based the design of the Constellation on Italy’s Fincantieri.

The Constellation is the first of what is supposed to be a line of 20 ships.

However, even though it is being built to the original Italian design specifications, the Constellation is now projected to exceed the budgeted initial cost estimate of $1.3 billion.

Constellation was expected to be ready for commissioning in 2026. The Navy set a short timeframe for the ship’s launch because it chose a proven design, which was supposed to accelerate the production cycle.

Construction of the Constellation has presented production cycle headaches due to an extended construction time of twice the expected time to complete the Constellation, cost overruns of nearly 50 percent, problems with rising steel costs, and numerous other factors.

10. Global Developments: Military spending is beginning to rise after a prolonged period of decline

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